HAWAUX FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HAWAUX FOUNDATION (EIN 80-0961655)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201831279349101263
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T15:10:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453357414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARST BRUNE AND ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14707 CALIFORNIA ST STE 10 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681541900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800961655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAWAUX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 9143918275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8960 BAY COLONY DR NO 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341080764 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA F HAWAUX | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9143918273 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDALL G JAUKEN JD CPA | PreparerPersonNm |
| PTIN | P00049599 | PTIN |
| Phone | 4024989100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,765,516 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $242,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,272 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $164 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,849 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,445 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,266 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,375 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,375 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,373,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,300,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,738,141 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,380,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,327,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,765,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,380,314 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,327,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,380,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,327,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,380,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,327,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,380,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,327,864 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,327,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHUBB LTD | P | 2017-07-28 | $19,461 | $16,896 | $2,565 | $2,565 |
| ANHEUSER BUSCH INBEV | P | 2017-06-28 | $13,650 | $13,044 | $606 | $606 |
| CVS HEALTH CORPORATION | P | 2017-02-13 | $11,790 | $15,804 | -$4,014 | -$4,014 |
| DR PEPPER SNAPPLE GROUP | P | 2017-06-28 | $14,720 | $15,181 | -$461 | -$461 |
| EXXON MOBIL | P | 2017-02-13 | $21,532 | $23,704 | -$2,172 | -$2,172 |
| KIMBERLY-CLARK CORP | P | 2017-07-28 | $24,638 | $21,514 | $3,124 | $3,124 |
| PROCTER & GAMBLE CO | P | 2017-07-28 | $18,157 | $15,721 | $2,436 | $2,436 |
| PRUDENTIAL FINANCIAL 6.0% | P | 2017-12-01 | $10,000 | $10,000 | $0 | $0 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | P | 2017-06-28 | $2,782 | $2,774 | $8 | $8 |
| SCHLUMBERGER LTD | P | 2017-07-28 | $17,755 | $22,759 | -$5,004 | -$5,004 |
| SKYWORKS SOLUTIONS | P | 2017-02-13 | $21,254 | $12,666 | $8,588 | $8,588 |
| UNION PACIFIC | P | 2017-07-28 | $11,275 | $12,590 | -$1,315 | -$1,315 |
| UNITED TECHNOLIGIES | P | 2017-11-28 | $11,751 | $10,906 | $845 | $845 |
| VALERO ENERGY CORP | P | 2017-11-28 | $20,602 | $15,175 | $5,427 | $5,427 |
| VERIZON COMMUNICATIONS | P | 2017-07-28 | $22,674 | $23,035 | -$361 | -$361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,272 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,555 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,576,514 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032702 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,611 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,539,347 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,896 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,424,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,509,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.095001 | TotalDistributionRt |
| Average Distribution | 0.023750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,677,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $324 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,156 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,465 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $324 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $324 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $324 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143918275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8960 BAY COLONY DR NO 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341080764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDRE J HAWAUX | ||||||||
| 8960 BAY COLONY DR 902 | NAPLES | FL | 341080764 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RITA F HAWAUX | ||||||||
| 8960 BAY COLONY DR 902 | NAPLES | FL | 341080764 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,598,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,702,659 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,702,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,677,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $324 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $324 | TotalTaxAmt |
| Distributable Before Adj | $83,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,465 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,465 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $324 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $80,141 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,474 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,474 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $81,541 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDRE J HAWAUX | ContributingManagerNm |
| Contributing Manager | RITA F HAWAUX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS NEW JERSEY | |||||||
| 400 MORRIS AVE STE 251 | DENVILLE | NJ | 07834 | NONE | 501(C)(3) | UNDESIGNATED | $300 |
| BAY COLONY SCHOLARSHIP FUND | |||||||
| 8700 BAY COLONY DR | NAPLES | FL | 34108 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| BOYS & GIRLS CLUB OF COLLIER COUNTY | |||||||
| 7500 DAVIS BLVD | NAPLES | FL | 34104 | NONE | 501(C)(3) | UNDESIGNATED | $1,000 |
| JUVENILE DIABETES RESEARCH FDN | |||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| NORTHLAND PUBLIC LIBRARY FOUNDATION | |||||||
| 300 CUMBERLAND RD | PITTSBURGH | PA | 15237 | NONE | 501(C)(3) | UNDESIGNATED | $1,000 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||||
| 2500 N RIVER RD | MANCHESTER | NH | 03106 | NONE | 501(C)(3) | ANDRE HAWAUX '92 SCHOLARSHIP FUND | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLZ | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | UNDESIGNATED | $5,000 |
| USTA FOUNDATION | |||||||
| 70 WEST RED OAK LN | WHITE PLAINS | NY | 10604 | ADVISORY COUNCIL | 501(C)(3) | UNDESIGNATED | $57,635 |
| CHILDRENS HOSPITAL PITTSBURGH FOUNDATION | |||||||
| 4401 PENN AVE | PITTSBURGH | PA | 15224 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| STEEL CITY SQUASH | |||||||
| 140 TREES HALL | PITTSBURGH | PA | 15261 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| AIM AT MELANOMA | |||||||
| 3217 BOB O LINK CT | PLANO | TX | 75093 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| SIGAL IDB RESEARCH FD UNIVERSITY OF PITTSBURGH UPMC | |||||||
| 2600 FORBES AVE AT MYRAN AVE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| AMERICAN HEART ASSN | |||||||
| 7272 GREENVILEE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | UNDESIGNATED | $200 |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 3 FAYETTE ST | LOWELL | MA | 01852 | NONE | 501(C)(3) | UNDESIGNATED | $100 |
| ADVENTURE CYCLING ASSN | |||||||
| 150 E PINE ST | MISSOULA | MT | 59802 | NONE | 501(C)(3) | UNDESIGNATED | $1,500 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | 501(C)(3) | UNDESIGNATED | $230 |
| NATIONAL LAW ENFORCEMENT MEMORIAL FUND | |||||||
| 901 E ST NW STE 100 | WASHINGTON | DC | 20004 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| CHILD MIND INSTITUTE | |||||||
| 445 PARK AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | UNDESIGNATED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,465 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,101 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,373 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,373 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PNC BANK WEALTH MANAGMENT ACCT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,300,489 | BookValueAmt |
| EOYFMV | $1,738,141 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $12,849 | $12,849 | $0 |
| MISCELLANEOUS | $2,365 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $85 | $0 | $0 |
| FOREIGN TAXES | $79 | $79 | $0 |